Linking Records to Business Plans

You can link additional records to the business plan by adding sections to the Detail Page for the business plan record:

Plan Accounts

Plan Contacts

Business Plans

Objectives

Plan Opportunities

Activities

NOTE: A particular business plan can relate to multiple items of all the above entities. The entities prefaced with the term, Plan, are special entities that allow many-to-many relationships. A business plan, objective, or activity can relate to only one parent business plan. However, a plan account, plan contact, or plan opportunity allows multiple parent business plans. Allowing multiple parent plans accommodates the required flexibility in relating these entities to business plans.